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Messaging Plan Item Fields

Use the Messaging Plan Item Edit page to add a messaging plan item, or update details for an existing messaging plan item. The Messaging Plan Item Edit page shows the complete set of fields for a messaging plan item.

TIP: You can also edit messaging plan items on the Messaging Plan Item List page and the Messaging Plan Item Detail page. For more information on updating records, see Updating Record Details.

NOTE: Company administrators can customize Oracle CRM On Demand in a variety of ways, such as changing the names for record types, fields, and options in lists. So, the information you see might differ from the standard information described in the online help.

The following table provides additional information about some of the Messaging Plan Item fields.

Field

Description

Key Messaging Plan Item Information

Sequence Number

The order in which this messaging plan item occurs within the messaging plan. (Required.)

Name

The name of the messaging plan item.

Display Name

The name with which the messaging plan item is displayed in a messaging plan.

Solution Name

The name of the digital content that the messaging plan item relation is based on. Use the Lookup icon to select the solution. (Required.)

Solution Name: Verification Status

Indicates whether digital content can be properly displayed. The possible values are: Not Verified, Successful, or Failed. (View-only)

The value of this field is inherited from the linked Solution record that contains the digital content file.

 

Solution Name: Release Date

The date after which the solution content can be used in PCD. (View-only.)

 

Solution Name: Expiration Date

The date after which the solution content should not be used in PCD. (View-only.)

Disclosure Message

This check box flags a particular asset as a disclosure message. Often times, a messaging plan must be prefaced with a disclosure message or messages to ensure full disclosure of all relevant information and that all legal and regulatory guidelines are satisfied. (Required.)

Type

The messaging plan item category. Use the picklist to select a type. (Required.)

Rating

A qualitative rating of the effectiveness of this item. Use the picklist to select a rating.

Parent Messaging Plan

The messaging plan for which this messaging plan item is a component. Use the Lookup icon to select the parent messaging plan. (Required.)

Status

The current status of the messaging plan item. Use the picklist to select the status. The preconfigured choices are Hide and Show.

Description

A brief description of the content for this item.

Message Plan Item Additional Information

Synopsis

A brief description for the item.

Speaker Notes

Notes that you can add when presenting this item.

Audience

The targeted user for the content.

Related Topics

See the following topics for related information about messaging plan items:


Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.